Best Asset Management Companies in Virginia, United States
The 86 best Asset Management companies in Virginia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Respond.
Ranked: Best Asset Management companies in Virginia
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Respond Online lead generation platform for local businesses | $45M | 293 mo ago | Series C | Murtaza Amil CEO | 1999 | — | — |
| 2 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | Series A | Michael Ginty Managing Director & Financial Advisor | 2002 | WordPressMySQLPHP+30 | 2 awards |
| 3 | Taylor Hoffman Provider of investment management services | $1M | 59 mo ago | Seed | — | 2017 | — | — |
| 4 | Selective Wealth Management Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing | $600K | 90 mo ago | Seed | Matt Schubert CEO | 2012 | WixSentryBootstrap+16 | — |
| 5 | Sqwire Wealth management firm | $265K | 62 mo ago | Seed | Danijel Velicki Founder & CEO | 2019 | WordPressMySQLPHP+23 | — |
| 6 | CornerStone Partners Diversified investment management firm | $150K | 141 mo ago | Funding Raised | Peter Brooks Founder & Managing Director | 2002 | — | — |
| 7 | Bogart Wealth Provider of retirement planning and advisory services | — | 3 mo ago | Seed | James Bogart Founder & CEO | 2016 | WordPressMySQLPHP+29 | 1 job opening |
| 8 | Middleburg Communities Diversified investment management firm | — | 27 mo ago | Funding Raised | Christopher Finlay Founder and CEO | 2004 | — | — |
Top 12 Asset Management companies in Virginia
#1
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#2
Series C · Fairfax, Virginia · founded 1999 · 5 employees$45Mraised▾
Operator of online lead generation company intended to connect buyers with sellers. The company's platform offers a spam-free way for consumers to request product information from companies acts as a liaison between shoppers and merchants and protects shoppers' anonymity while it forwards requests via e-mail messages to merchants selling items, enabling consumers to have direct information sources and merchants to acquire customers.
#3
Seed · Richmond, Virginia · founded 2017 · 11 employees$1.3Mraised▾
Provider of investment management services
- Jun 2021Seed$1.3M
#4
Seed · Lynchburg, Virginia · founded 2012$600Kraised▾
Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing. The company provides comprehensive wealth management services, offering financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving advice. Their in-house team coordinates all aspects of financial wellbeing to unlock wealth's full potential. Services include financial planning, estate, wills & trusts, investment management, insurance advice, tax strategies, and charitable giving. As a fee-only fiduciary, they prioritize client interests, ensuring no commissions are earned based on investment composition. They focus on integrity, excellence, and care, placing client needs first and aiming to exceed service standards by incorporating key elements of wealth management. They offer VIP sessions where professionals collaborate to enhance value for clients.
- Dec 2018Seed$600K
#5
Seed · Norfolk, Virginia · founded 2019 · 8 employees$265Kraised▾
Wealth management firm
- Apr 2021Seed$100K
- Oct 2020Seed$165K
#6
Funding Raised · Charlottesville, Virginia · founded 2002 · 41 employees$149.9Kraised▾
Diversified investment management firm
- Sep 2014Grant (prize money)$149.9K
#7
Seed · Mclean, Virginia · founded 2016 · 38 employees—raised▾
Provider of retirement planning and advisory services
- Feb 2026Seed—
#8
Funding Raised · Vienna, Virginia · founded 2004 · 149 employees—raised▾
Diversified investment management firm
- Feb 2024Conventional Debt—
#9
Acquired · Fairfax, Virginia · founded 1986 · 26 employees—raised▾
Diversified investment management firm
#10
Funding Raised · Arlington, Virginia · founded 1999 · 371 employees—raised▾
Bonaventure Realty Group is a provider of property management services. The company also offers consultation, invests in and develops residential properties. Some of its projects are namely Acclaim, Carriage Club Apartments, Cedar Grove Apartments, among others.
#11
Acquired · Lynchburg, Virginia · founded 1881 · 3500 employees—raised▾
Genworth is an insurance company. Their products and services include life and long-term care insurance, mortgage insurance, and annuities. The company has operations in the United States. In 2022, the company recorded annual revenues of $7.43B and a net profit of $0.52B.
#12
Acquired · Norfolk, Virginia · founded 1990 · 41 employees—raised▾
Diversified investment management firm
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.